Skip to Content

Invesco Capital Appreciation R OTCNX

Analyst rating as of

Morningstar’s Analysis

Will OTCNX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

An experienced team takes on a new domain.

Senior Analyst


| |

Invesco Capital Appreciation’s new managers have been successful elsewhere, but they still need to prove themselves in the large-growth space. As a result, the strategy's R5, R6, and Y shares' Morningstar Analyst Ratings drop to Neutral from Bronze; the rest remain at Neutral.

Unlock our full analysis with Morningstar Premium